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Ad-Hoc Analysis on Trial balance

    
 

Data from trial balance can be transferred in ad-hoc analyses. The main advantage of ad-hoc analysis is possibility to dynamically analize data in PANTHEON.

Ad-hoc reports are opened with right mouse click on button Report on Trial balance.

Table of contents

  1. Criteria
  2. Tab Ad-hoc

1. Criteria

For Ad-hoc Analysis same criteria are used as for reports.

Criteria can be entered in section Criteria on Report tab or in Ad-Hoc tab. 

2. Tab Ad-Hoc

Data are shown according to selected criteria in Report tab. Ad-hoc window shows accounts, date periods and values. 

Hint

Grid operates as an excel pivot table. Data can also be easily exported in Excel. 

Values Predefined values are Debit Opening Balance, Credit Opening Balance, Debit Transactions, Credit Transactions and Balance Transactions. 
Colums/rows Predefined data that can be used as columns/rows are: Account, Account Name, Year, Quarter, Month, Year - Month, Year - Quarter.

 

 

Related topics:

  Ad-Hoc analysis

 
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